Procter & Gamble Company (The) $PG Holdings Decreased by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management cut its Procter & Gamble stake by 38% in the third quarter, selling 33,301 shares and retaining 54,418 shares worth approximately $7.9 million. Institutional investors overall own 65.77% of PG.
• PG insiders sold 15,135 shares valued at about $2.19 million over the past three months, including CFO Andre Schulten’s 3,914-share sale to cover tax obligations related to vested equity awards.
• Procter & Gamble reported quarterly EPS of $1.43, slightly above expectations, and declared a quarterly dividend of $1.0885, equivalent to a 2.8% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $162.20, while the company faces concerns over modest organic sales growth and pricing pressure.

Axxcess Wealth Management LLC trimmed its stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 38.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 54,418 shares of the company's stock after selling 33,301 shares during the quarter. Axxcess Wealth Management LLC's holdings in Procter & Gamble were worth $7,906,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Ellis Investment Partners LLC grew its holdings in Procter & Gamble by 0.7% during the 3rd quarter. Ellis Investment Partners LLC now owns 8,816 shares of the company's stock valued at $1,281,000 after buying an additional 64 shares in the last quarter. Clark Wealth Partners lifted its holdings in shares of Procter & Gamble by 20.6% in the third quarter. Clark Wealth Partners now owns 387 shares of the company's stock worth $56,000 after buying an additional 66 shares in the last quarter. KLCM Advisors Inc. lifted its holdings in shares of Procter & Gamble by 0.9% in the first quarter. KLCM Advisors Inc. now owns 7,890 shares of the company's stock worth $1,140,000 after buying an additional 70 shares in the last quarter. Midwest Professional Planners LTD. lifted its holdings in shares of Procter & Gamble by 2.6% in the second quarter. Midwest Professional Planners LTD. now owns 2,799 shares of the company's stock worth $410,000 after buying an additional 70 shares in the last quarter. Finally, Legacy Solutions LLC boosted its position in shares of Procter & Gamble by 3.8% in the second quarter. Legacy Solutions LLC now owns 1,928 shares of the company's stock valued at $283,000 after acquiring an additional 71 shares during the period. Hedge funds and other institutional investors own 65.77% of the company's stock.

Insiders Place Their Bets

In related news, CFO Andre Schulten sold 3,914 shares of the firm's stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $145.34, for a total value of $568,860.76. Following the sale, the chief financial officer directly owned 65,618 shares of the company's stock, valued at $9,536,920.12. This trade represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Matthew Janzaruk sold 359 shares of Procter & Gamble stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $145.24, for a total transaction of $52,141.16. Following the sale, the chief accounting officer owned 1,271 shares of the company's stock, valued at approximately $184,600.04. The trade was a 22.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 15,135 shares of company stock valued at $2,189,970 over the last three months. Corporate insiders own 0.23% of the company's stock.

Procter & Gamble Price Performance

Shares of NYSE PG opened at $156.97 on Thursday. The firm has a market capitalization of $364.58 billion, a P/E ratio of 23.71, a P/E/G ratio of 3.96 and a beta of 0.39. The company has a quick ratio of 0.47, a current ratio of 0.68 and a debt-to-equity ratio of 0.43. The stock's 50-day simple moving average is $147.65 and its two-hundred day simple moving average is $146.83. Procter & Gamble Company has a twelve month low of $137.62 and a twelve month high of $167.25.

Procter & Gamble (NYSE:PG - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.02. The firm had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%. The company's revenue was up 1.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, equities analysts anticipate that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 16th. Investors of record on Friday, October 23rd will be given a $1.0885 dividend. This represents a $4.35 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Friday, October 23rd. Procter & Gamble's dividend payout ratio is 65.71%.

Analysts Set New Price Targets

PG has been the subject of several recent analyst reports. Jefferies Financial Group boosted their price objective on shares of Procter & Gamble from $177.00 to $179.00 and gave the company a "buy" rating in a research note on Friday, June 26th. Bank of America decreased their target price on shares of Procter & Gamble from $170.00 to $166.00 and set a "buy" rating on the stock in a report on Friday, July 10th. Barclays increased their target price on shares of Procter & Gamble from $146.00 to $152.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 21st. Citigroup increased their target price on shares of Procter & Gamble from $170.00 to $180.00 and gave the stock a "buy" rating in a research note on Friday, October 9th. Finally, BMO Capital Markets raised their price target on shares of Procter & Gamble from $169.00 to $170.00 and gave the company an "outperform" rating in a report on Monday, June 29th. Fourteen investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $162.20.

Procter & Gamble News Roundup

Here are the key news stories impacting Procter & Gamble this week:

• Positive Sentiment: Procter & Gamble’s dividend remains a key support for the stock. The company recently recorded its 70th consecutive annual dividend increase, reinforcing its appeal to income-focused investors, particularly while interest rates remain elevated. The Ultimate Dividend Growth Stock to Buy With $100 Right Now
• Positive Sentiment: Royal Bank of Canada reaffirmed its “outperform” rating and maintained a $166 price target, implying additional upside from the referenced trading level. Benzinga analyst-rating report
• Neutral Sentiment: Investors are comparing PG’s dependable profitability and cash flow from essential household products with higher-risk consumer brands such as Nike. This supports PG’s defensive profile but does not provide a new earnings catalyst. Nike vs. Procter & Gamble
• Negative Sentiment: Procter & Gamble expects only 1% to 3% organic sales growth, raising concerns that the company’s large brands may be struggling to generate stronger underlying demand. Procter & Gamble Expects 1% to 3% Organic Growth
• Negative Sentiment: The earnings preview identifies a central risk: recovering product volumes could be offset by pricing headwinds, potentially limiting revenue growth and margins. Procter & Gamble Earnings Preview
• Negative Sentiment: Options-market activity indicates traders are positioned for PG shares to decline following the earnings release, reflecting elevated near-term uncertainty. Barchart Earnings Analysis

Procter & Gamble Profile

Procter & Gamble Company NYSE: PG is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio includes personal health and grooming products, beauty and skin care items, baby, feminine and family care products, fabric and home care products, and oral care products.

The company's well-known brands include Pampers, Tide, Gillette, Crest, Oral-B, Head & Shoulders, Pantene, Olay, Old Spice, Dawn, Febreze and Mr.

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